- [Instructor] Sales Force does a great job…of creating almost every report you could need,…but occasionally you will need a report…that's not captured in the Sales Force standard reports.…Let's say for example that you need to pull…a report of all of the active accounts in California…so you can reach out to them about an upcoming…event you have planned in that area.…Let's look at how we would create that report.…So I'm in the Reports tab, and I can go up…here and click New Report,…and what I'm looking for here is the names…of the accounts and contacts so I can invite them,…and I also need their addresses,…so I'm going to look at Contacts and Accounts,…and you'll see there's a lot of other options here.…

I'm going to click Create.…Now you'll see they've already populated…the information that's here, and you can…easily delete rows if you want to.…I'm going to remove this column,…I don't need to deal with this, and I don't need…another country because I know that these…are all in the U.S.…And then I can sort.…So I'm just looking for California,…

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Released

11/25/2016

Large Fortune 500 companies and small startup businesses alike turn to Salesforce for their customer relationship management (CRM) needs. This course shows you how to start using Salesforce for managing all of your customer data, beyond email addresses and phone numbers. You can track each interaction, event, task, and more. Learn how to set up your profile, navigate the main tabs, search, and customize your dashboard. See how to create accounts, add your contacts, and convert leads into opportunities. Discover how to use reports to make informed decisions and close more deals. Get ready to conquer the basics and become comfortable with using this professional CRM tool.

Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.